3.14 Agency

3.14 Agency is a systems integration agency that helps businesses choose a CRM, put it in place and keep it working. Its founder treats CRM as a business function and culture rather than only a piece of software, and the agency also helps firms move from their current systems and services to suitable alternatives.

What 3.14 Agency offers

• Process analysis: reviewing current processes for duplication, bottlenecks and slow steps, then recommending fixes, performance measures, reports and dashboards.
• CRM selection: gathering requirements and matching a system to the business.
• Implementation: a project roadmap split into weekly sprints, system configuration, integration with lead sources and communication channels, and data import.
• Training and support: a dedicated project manager, user support, training events and written guides for new staff.
• System migration: finding a replacement for existing services and switching over quickly.

Customers and markets

It serves businesses introducing a CRM for the first time as well as those improving a system they already use, and its site is written for companies in its home market.

Key facts

• Working since: 2016
• Vendors and partners: Poster, Pipedrive, Zoho
• Project method: weekly sprints with demonstrations of configured modules